We have lately changed to , release 4.9 or later, the way paid invoices can be credited. If you want to credit a closed (paid in full) invoice please proceed as follows:
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| When crediting a paid invoice two options will be made available:
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| Let us 's start with the option (1) example - payments will be kept at the credited invoice for later refund | ||||||
| The invoice has already been already closed (the customer paid cash) but we need to raise a credit itnote. | |||||
| The general settings enable you to set a credit data >>General settings help setting the credit note date and to decide if you want to print about printing the credit note straight away or not. | |||||
| By moving to payments >>Payments we can choose the first option - "payments will be kept at the credited invoice for later refund". This simply means that payments will stay with the credit remain attached to the credited invoice and can be refunded at that we can refund them any time later. | |||||
| After crediting the invoice the status of the credit credited invoice will change to "Credited". The second entry with the status "Credit" will be your the credit note. Please note that there will be a - £200.00 payment still attached to the credited invoice. This is the original payment you can now refund the customer with. | |||||
| The credited invoice will have two separate bookings:
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| The credit note will have one separate booking:
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| The payment information about the credited invoice, as seen on the customer file, will be displayed as follows:
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